Redtail CRM vs Snap Projections
Redtail CRM
redtailtechnology.comSnap Projections
snapprojections.comSide by side
| Figure | Redtail CRM | Snap Projections |
|---|---|---|
| Price from | $3.25/mo | $15/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 8 | 4 |
| Spec score · Financial Advisor Software | 8.5 (#5) | 7.7 (#14) |
| Founded | 2003 | 2014 |
| Headquarters | Omaha, Nebraska, United States | Toronto, Ontario, Canada |
| Hosting | The CRM is described as web-based and cloud-based; the reviewed pages do not describe a self-hosted deployment option. | The terms state that the application is hosted on Amazon Web Services and that the company uses AWS security products including KMS, GuardDuty, and Inspector. |
| Integrations | Redtail advertises more than 100 integrations and names Orion, Schwab, and eMoney among its connected tools. | The support article says integrations can import or export client information and identifies OneBoss as a specific integration. |
Plans
Redtail CRM
- Launch$39 a year
- Growth$59 a year
- EnterprisePrice not published
- Launch — annual billing$39 a month
- Launch — monthly billing$45 a month
- Growth — annual billing$59 a month
- Growth — monthly billing$65 a month
- EnterprisePriced on request
Snap Projections
- Stress Testing add-on$15 a month
- Advisor Professional$69 a month
- Advisor Business$99 a month
- Advisor EnterprisePriced on request
In their own words
Redtail CRM
Redtail CRM is a customer relationship management product available on the web, iOS, and Android. Listed capabilities include a visual sales pipeline, email sync, AI features, marketing automation, and a mobile app. Launch costs $39 a year per user, billed yearly, and allows a maximum of 5 users. Growth costs $59 a year per user, billed yearly, with unlimited users. Redtail CRM has no free plan, though a 30-day free trial is available. The maker was founded in 2003 and is headquartered in Omaha, Nebraska, United States. Its web and mobile availability allows teams to access the product across the listed platforms. The plan structure distinguishes a small-team option with a user cap from a tier without a user limit, alongside a customizable Enterprise offering for larger organizations.
Snap Projections
Snap Projections has no write-up on Specifiction yet; its figures are above.